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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
601
Pacific Financial Group
Washington
$325K
CG
602
Caprock Group
Idaho
$324K +$319K +2,335 New
PIMG
603
Patriot Investment Management Group
Tennessee
$323K
NB
604
NBT Bank
New York
$322K
PP
605
Postrock Partners
Oregon
$322K
FVWA
606
Foster Victor Wealth Advisors
South Carolina
$321K +$312K +2,280 New
KL
607
KilterHowling LLC
Colorado
$321K +$1.23K +9 +0.4%
MIC
608
Means Investment Company
Maine
$321K -$18.7K -137 -6%
Fisher Asset Management
609
Fisher Asset Management
Washington
$320K +$313K +2,289 New
TF
610
Theory Financial
Colorado
$320K
PD
611
Planning Directions
Pennsylvania
$319K +$64.4K +471 +26%
PCA
612
Providence Capital Advisors
North Carolina
$319K
BWM
613
BCGM Wealth Management
Indiana
$318K +$1.09K +8 +0.4%
RFN
614
RDA Financial Network
Iowa
$316K
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K
CFG
616
Citizens Financial Group
Rhode Island
$316K -$21.7K -159 -7%
NCM
617
Next Capital Management
New York
$314K +$29.5K +216 +11%
TC
618
TownSquare Capital
Utah
$309K -$3.83K -28 -1%
QCM
619
QRG Capital Management
Illinois
$308K -$33.9K -248 -10%
AA
620
Aire Advisors
California
$305K +$273 +2 +0.1%
ATC
621
Argent Trust Co
Tennessee
$305K
ESB
622
Essex Savings Bank
Connecticut
$303K
LKWM
623
Lee-Kelleher Wealth Management
Maryland
$298K
HI
624
Harbour Investments
Wisconsin
$298K -$3.14K -23 -1%
CAG
625
Crestwood Advisors Group
Massachusetts
$294K